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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,411 | $75,541-78.3% | $152,093-89.2% | $82,637-80.1% |
| Participation rate | 88.0% | 66.5%+21.5pp | 77.8%+10.2pp | 68.1%+19.9pp |
| Annual return | 23.88% | 32.56%-8.7pp | 66.36%-42.5pp | 53.51%-29.6pp |
| Employer contribution / active EE | $2,018 | $2,622-23.0% | $4,175-51.7% | $2,552-20.9% |
| Participant deferral / active EE | $3,874 | $3,206+20.8% | $5,451-28.9% | $4,126-6.1% |
| Admin fee / account holder | $714 | $6,405-88.9% | $14,497-95.1% | $7,339-90.3% |